Portfolio Management Specialist

Key ResponsibilitiesActively chase all debt within the allotted portfolio, using appropriate means (telephone, email, etc.) and update stakeholders as required.Maintain accurate and up-to-date client notes following conversations with clients, using Workday to record status.Have regular face-to-face meetings with stakeholders as required regarding their debt...

About the Role:As a key member of our team, you will be responsible for analysing and driving insight into our Strategic Change Portfolio to inform high-quality decisions at local and senior levels.You will act as an SME for best practice across our IMPO and delivery community, ensuring we continuously improve our delivery frameworks, controls, and...

About the RoleWe are seeking a skilled Credit Controller on behalf of our client to work on a hybrid basis (2 days in office) for a 6-month FTC. The successful candidate will handle all credit control procedures, actively chase debt within the allotted portfolio, and maintain accurate client notes using Workday. Regular face-to-face meetings with...

This is an exciting opportunity for a skilled Credit Controller to join our team at Portfolio Credit Control. We are looking for someone with a background in professional services, ideally with experience in Workday.The successful candidate will be responsible for handling all credit control procedures, actively chasing debt, and maintaining accurate...

Levitate Recruitment, a leading accountancy and insolvency recruitment specialist, is seeking an experienced Portfolio Manager to join their team. With a strong track record in managing client portfolios, this individual will play a crucial role in driving business growth and success.The successful candidate will have a minimum of 3 years of experience as a...

Job Details**Job Title:** Portfolio Optimization Specialist**Location:** Southwest – Travel to sites required**Role Type:** PermanentWe are seeking an experienced Portfolio Optimization Specialist to join a leading facilities management and engineering company. As a Portfolio Optimization Specialist, you will play a pivotal role in developing and...

About the PositionWe are seeking a skilled Portfolio Analyst to join our team at Hargreaves Lansdown Asset Management Limited. The successful candidate will support the analysis of our Strategic Change Portfolio, driving insights to inform quality decisions at local and senior levels.Your primary responsibilities will include supporting the continuous...

We are looking for a highly skilled Property Portfolio Specialist to join our Home Turf Lettings Team. The successful candidate will be responsible for managing a portfolio of properties, ensuring they are well-maintained and meet the needs of our tenants.DHI offers a competitive salary of £30,467 per annum, depending on experience. As a Property Portfolio...

About the JobWe are seeking a highly skilled Commercial Portfolio Specialist to join our team at Workman LLP. As a Senior Property Management Surveyor, you will be responsible for managing a diverse property portfolio, including commercial, industrial, and retail properties.Your primary objective will be to deliver exceptional results by working closely with...

Job Details:Hargreaves Lansdown Asset Management Limited is seeking a Senior Portfolio Manager to join their team. This exciting role involves driving the company's Strategic Change Portfolio at pace, utilising insight to inform quality delivery across the business.The successful candidate will have experience in transformational change and portfolio...

A Portfolio Claims Specialist is needed to support one of Finitas' long-term clients in Bristol.Responsibilities include managing an allocated portfolio of Financial Lines claims and collaborating with stakeholders.The ideal candidate will possess a minimum of two years of experience in claims handling, strong stakeholder management skills, and a commitment...

Job Description:Hargreaves Lansdown Asset Management Limited is seeking a Senior Portfolio Manager to join their team. This exciting role involves driving the company's Strategic Change Portfolio at pace, utilising insight to inform quality delivery across the business.The ideal candidate will have strong leadership skills, with experience in transforming...

About QuilterQuilter, a leading provider of advice, investments, and wealth management, has a rich heritage dating back to 1771. With over £114.9 billion in investments managed on behalf of its clients, the company aims to deliver excellent client outcomes while embracing innovation and growth.The RoleWe are seeking a highly skilled Portfolio Administration...

**About the Role:**We are looking for a Trust Portfolio Specialist to join our dynamic team in Bristol or Exeter. The successful candidate will have experience in managing a portfolio of trusts and providing an efficient trust administration service.The role will involve liaising with accountants and coordinating the preparation of annual trust accounts and...

About UsHargreaves Lansdown Asset Management Limited is a leading asset management company dedicated to providing high-quality investment solutions to individuals and institutions. Our purpose is to make it easy for people to save and invest for a better future.Our investment team is passionate about delivering exceptional results for our clients, and we are...

Get-Recruited (UK) Ltd is proud to partner with a leading business in Bristol to find a talented Client Portfolio Specialist. As a Client Portfolio Specialist, you will be responsible for handling client queries, ensuring compliance with regulatory requirements, and providing exceptional customer service. With a strong focus on delivering results-driven...

The Portfolio Group is recruiting a Tribunal Case Specialist to join their field-based team. As a seasoned Advocate with expertise in employment law, you will be responsible for managing cases across the UK and working closely with the company's legal team.Requirements:Hold a full valid driving licence and be able to work autonomously and independently.Have...

Job Title: Insurance Portfolio SpecialistA leading independent insurance broker based in the Bristol area is looking to expand its commercial team. The company offers a wide range of products and prides itself on high customer service standards. This is an excellent opportunity to join a well-established, Bristol-based insurance broker within their...

About Portfolio Payroll LimitedPortfolio Payroll Limited is seeking a highly skilled Payroll Manager Consultant to join their team on a fixed-term contract basis.

Hargreaves Lansdown Asset Management Limited is a leading investment company seeking an experienced Strategic Portfolio Leader to join their team. This exciting role involves driving forward strategic change across the business, working closely with stakeholders to deliver complex projects.As a Strategic Portfolio Leader, you will be responsible for managing...